Risk Management

We continually identify, monitor and manage sources of risk in our portfolios. Our on-going due diligence of each hedge fund manager concentrates on the following aspects:

• Stability and Effectiveness of an Organization – We review staffing, back office, pricing, controls, asset growth, product development and decision-making procedures through regular calls, formal quarterly analysis, semi-annual site visits and annual back office/audit reviews.
• Consistency of Strategy Execution – We evaluate portfolio positions, the rationale and detail behind those positions, the structure of and payoff to allocation decisions and trading activity.
• Sources of Performance and Risk – We analyze sources of performance and develop/monitor a "style blueprint" to uncover style drift and conduct comparative performance among managers.